Scripps Network Interactive (NYSE:SNI) is about to release earnings. Ponder this Bear Case Scenario
Consumer preferences may possibly move from this category and scupper Scripps’ two most profitable networks.
Scripps is nowhere internationally. It’s major competitors have established relationships and beach heads which they can rely on.
Larger cable networks offer a more varied content mix. But Scripps success in several lifestyle categories has been closely observed and competing offerings are showing up.
George Gutowski writes from a caveat emptor perspective.